Client Relationships Specialist — Financial Services

Morgan Stanley; Milwaukee (WI); On-site; USD 40,000 - 70,000; Full time

Job summary

Morgan Stanley in Milwaukee seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors. You will handle client inquiries, process money movements, prepare materials for client meetings, and maintain account documentation with accuracy.

Strong communication, organization, and MS Office skills are essential, as is the ability to manage multiple tasks in a fast-paced environment.

Qualifications

• High School Diploma or equivalent required; college degree preferred.
• Industry experience is a plus and can aid progression.
• Proficiency with MS Office (Word, Excel, PowerPoint, Outlook) expected.

Responsibilities

• Support Financial Advisor(s), Private Wealth Advisor(s), and teams with client-related tasks.
• Execute money movement transactions as requested by clients or advisors.
• Answer non-investment questions and relay client account information.
• Prepare documents and enter profiles for new accounts.
• Educate clients on digital tools (MSOnline, eSign, eAuthorization).
• Assist teams with research and materials for client meetings.

Skills

Interpersonal skills

Client service

Time management

Detail oriented

Microsoft Office

Team player

Adaptable

Education

High School Diploma/Equivalency

College degree preferred

Industry experience is a plus

Tools

Microsoft Office Suite

Job description

Morgan Stanley in Milwaukee seeks a Client Relationship Analyst to support Financial Advisors and Private Wealth Advisors. You will handle client inquiries, process money movements, prepare materials for client meetings, and maintain account documentation with accuracy.

Strong communication, organization, and MS Office skills are essential, as is the ability to manage multiple tasks in a fast-paced environment.